# Southern Orthodontic Partners Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/southern-orthodontic-partners-management-llc-401k-plan

> Southern Orthodontic Partners Management, LLC's 401(k) plan: 925 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Orthodontic Partners Management, LLC

- **Sponsor EIN:** 841833465

- **Sponsor Address:** 333 11TH AVENUE SOUTH, NASHVILLE, TN, 37203

- **Plan Type:** 401(k)

- **Total Participants:** 925

- **Total Assets:** $30.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|925|$30.1M|$1.8M|$3.6M|

| 2023|756|$20.7M|$1.3M|$2.7M|

| 2022|573|$12.0M|$827,802|$1.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| RAYMOND JAMES FINANCIAL SERVICES|SERVICE PROVIDER|—|$64,988|$64,988|

| ACCESS RETIREMENT SERVICES, LLC|THIRD PARTY ADMINISTRATO|—|$6,502|$6,502|

| ASCENSUS|THIRD PARTY ADMINISTRATO|—|$5,177|$5,177|

| CARR RIGGS & INGRAM, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RAYMOND JAMES FINANCIAL SERVICES](https://planprovider.pro/provider/raymond-james-financial-inc) — SERVICE PROVIDER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $76,667

- **Estimated Expense Ratio:** 0.255% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$174,900|—|$174,200|—|—|

| 2023|$124,149|$16,123|$108,026|—|—|

| 2022|$50,150|—|$50,150|—|—|

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